DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
advised by A••••• W••••• P•••••••
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| B••• O• A•••••• | B••• O• A••••••• N••• | Tampa | Florida | United States | no | n/a |
| Jul 7, 2026 | $11.6M | 70 | $100,000 | 200.0% | n/a | A•••• I••••• F•••• L• |
| Dec 4, 2024 | $16.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Sep 23, 2024 | $11.3M | 67 | $100,000 | 9500.0% | yes | A•••• I••••• F•••• L••• |
| Jul 22, 2024 | $16.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 26, 2024 | $16.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 26, 2024 | $11.3M | 67 | $100,000 | 9500.0% | yes | A•••• I••••• F•••• L••• |
| Jan 3, 2024 | $10.7M | 67 | $100,000 | 9500.0% | yes | A•••• I••••• F•••• L••• |
| Oct 5, 2023 | $10.7M | 67 | $100,000 | 9500.0% | yes | A•••• I••••• F•••• L••• |
| Mar 25, 2023 | $10.7M | 67 | $100,000 | 9500.0% | yes | A•••• I••••• F•••• L••• |
| Mar 8, 2023 | $16.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Dec 12, 2022 | $14.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Dec 7, 2022 | $14.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Nov 4, 2022 | $14.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Nov 4, 2022 | $14.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Sep 9, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Sep 9, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Aug 19, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Jul 6, 2022 | $14.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| May 12, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Apr 19, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Apr 8, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Mar 30, 2022 | $14.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 9, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Jan 28, 2022 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Mar 31, 2021 | $13.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 26, 2021 | $10.7M | 67 | $100,000 | 700.0% | yes | A•••• I••••• F•••• L••• |
| Oct 23, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L••• |
| Sep 21, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L••• |
| Jul 27, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L••• |
| Jun 30, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L••• |
| May 1, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Apr 1, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L••• |
| Apr 1, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L••• |
| Mar 31, 2020 | $11.3M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 31, 2019 | $9.4M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Oct 22, 2018 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Apr 11, 2018 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 19, 2018 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Sep 18, 2017 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Sep 12, 2017 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 17, 2017 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Mar 30, 2016 | $7.7M | 50 | $100,000 | 400.0% | yes | A•••• I••••• F•••• L• |
| Aug 28, 2015 | $840,000 | 41 | $100,000 | 400.0% | yes | A••••• I••••• F••• 2•••• L• |
| Aug 24, 2015 | $840,000 | 41 | $100,000 | 400.0% | yes | A••••• I••••• F••• 2•••• L• |
| Mar 30, 2015 | $840,000 | 41 | $100,000 | 400.0% | yes | A••••• I••••• F••• 2•••• L• |
| May 6, 2014 | $840,000 | 41 | $100,000 | 400.0% | yes | A••••• I••••• F••• 2•••• L• |
| Mar 31, 2014 | $840,000 | 41 | $100,000 | 400.0% | yes | A••••• I••••• F••• 2•••• L• |
| Jul 22, 2013 | $0 | 0 | $100,000 | 0.0% | yes | A••••• I••••• F••• 2•••• L• |
| Jul 22, 2013 | $0 | 0 | $100,000 | 0.0% | yes | A••••• I••••• F••• 2•••• L• |
| Jul 12, 2013 | $0 | 0 | $100,000 | 0.0% | yes | A••••• I••••• F••• 2•••• L• |
| Apr 25, 2013 | $0 | 0 | $100,000 | 0.0% | yes | A••••• I••••• F••• 2•••• L• |
| Apr 24, 2013 | $0 | 0 | $100,000 | 0.0% | yes | A••••• I••••• F••• 2•••• L• |